Financial Modeling Training for Energy & Infrastructure Professionals

What is Forvis Mazars Financial Modeling Training Program?

This internationally regarded program of public and private bespoke courses is designed for project finance professionals looking to expand their skills on financial modeling. Our courses teach the practical structuring and core methodology for building clean, robust, and flexible financial models.

The catalog includes a variety of sessions—all focused on teaching the core modeling skills needed to finance projects across multiple asset classes and transaction types. Training includes detailed instruction on how to build, review, and analyze models for the project and infrastructure finance industry. Courses include best practice and advanced project finance modeling, modeling for acquisitions transactions, renewable energy, real estate transactions, valuations modeling, model optimization, VBA, and more.

Whether you’re an associate, analyst, or managing director, our program can provide the technical skills you need to succeed in your field.

Our attendees represent a variety of firm types:

• Investment Banks
• Development Banks
• University MBA Programs
• Project Sponsors & Developers
• Infrastructure Fund
• Utilities & Power Producers
• Government Agencies
• Financial Advisors
• Engineering Firms
• Ratings Agencies
• Management Consultants
• Pension Funds
• Insurance Companies
• Asset Managers

Course Features

• Traditionally one to three days in length
• Live or online attendance options
• Choose from public sessions or a private, customized course for small groups
• Global courses run in all regions regularly
• Personalized attention and small class sizes help ensure time for all questions
• Highly experienced instructors using real-world project examples and case studies
• Different class types to develop modeling skills in various sectors and asset classes
• Certificates of Completion available; all attendees receive final models and course notes

U.S. Public Course Calendar

All sessions below are held live in our New York (or Houston) office, taking place simultaneously online via Microsoft Teams, from 9 a.m. to 5 p.m. daily.

Financial Modeling for Power Generation Projects:

Build a cashflow-based model from scratch alongside our instructor. Key concepts and topics will include funding mechanics; operational analysis; and investment metrics, such as modeling production metrics, project finance debt integration, financial returns, and scenario management.

Best Practice Project Finance Modeling (Two days):

This course is a core introductory session for those with a couple of years of financial modeling experience who want to refresh their skills and learn how to build clean, standardized, efficient, and flexible models that are applicable across multiple asset classes. Over the course, you will build your own project finance model from scratch alongside our experienced instructor. You will structure cashflow waterfalls, analyze debt facilities, and learn powerful Excel techniques.

Advanced Project Finance Modeling (Two days):

This course will help you extend your debt modeling capabilities as a mechanism to drive the transaction process. Bankers, sponsors, and investors all benefit from the powerful techniques for debt sizing, covenant monitoring, and developing financial statements. Attendees joining this course should be familiar with cashflow waterfalls, DSCR and LLCR, project and equity returns, and net present value calculation and concept.

Financial Modeling for Renewable Energy Projects (Three days):

The first two days of this interactive session provide the opportunity to build a model that’s applicable across all sectors of renewable energy asset classes. The course also will cover debt structuring, investment analysis, and operational scenario evaluation. The third day will introduce U.S. tax equity, teach the fundamentals on the Inflation Reduction Act, share recent regulatory updates—tax credits and incentives included—and provide a briefing on commonly used financing structures, such as a partnership flip.

Mastering Infrastructure Valuations (Two days):

In this course, you’ll learn the key concepts for valuation analysis and source information, as well as key methodologies for discount rates and adapting a model for valuation purposes.

Financial Modeling for Acquisition Transactions (Two days):

A detailed financial model for acquisitions provides in-depth insights for investors and financiers who need to assess the risk and opportunities related to the proposed transaction. This course will train you to build an extensive model with powerful analytical outputs tailored for investment banks, private equity, and corporate finance executives.

Financial Modeling Techniques for Real Estate Investments (Two days):

This highly interactive course uses a mix of case-study-based financial modeling, theoretical concepts, and best practice modeling approaches within a real estate project context.